Working Together
Whether you're an individual mapping out your financial future, a family planning for the next big step, or a federal employee eyeing retirement, we are here for you.
Our Mission
Our mission is to help families plan their future, retire with confidence, and make their money last a lifetime.
Why Work With Us
You want a partner that's there when you need them, and has a deep understanding of federal benefits and retirement planning.
Financial Planning and Partnership
DFA is a third-generation financial planning firm with over 25 years of dedicated experience in helping clients achieve their financial goals. Our long history and depth of expertise provide a strong foundation for the personalized guidance we offer.
We help people like you every day. Our practice focuses on results by designing a goal-based financial plan unique to you.
Greater success is possible through partnership.
Straightforward Approach
Simple & Transparent advice.
Fiduciary Promise
Your best interest is our focal point.
Real-Life Experience
Our team brings decades of experience helping families like yours build financial plans.
Meet the Team
Our team brings a mix of experience, passion, and a touch of personality to the table. Get to know us better below.
Most people wish they had more clarity around their money. That's where we come in.
How We Help
Wealth Management
Financial planning + Investment Management
Need someone to manage your investments and provide full-scope planning? Work with DFA in our all-in-one wealth management program.
What’s Included:
Personalized financial roadmap
Budgeting, goal setting, retirement, and tax planning
Financial planning portal to track net worth and goals
Goal-based, tax-efficient portfolio management
Integrated financial planning: retirement, tax, cash flow, estate, benefits
Ongoing investment rebalancing and strategic updates
Phone/email access and proactive check-ins
How it Helps You:
Helps answer: "Are we okay?" and "When can we retire?"
Seamless management of investments and finances
Retirement income built across pensions, Social Security, and savings
Helps you achieve your financial goals more effectively
We keep things transparent with a percentage-based fee on the assets we manage. No extra cost for the planning. It’s all part of the service.
The Big Picture
Some people come to us at retirement or around the five years before they retire. Others want to finally organize their finances after a big life shift. We work best with people who are serious about getting their financial house in order but want to do it with someone who listens and encourages asking questions.
Our job is to help you feel in control.
Removing Blindspots From Your Financial Perspective
How many things can you pay attention to?
How many things do you want to pay attention to?
How many things are you paying attention to?
A Simple Approach to Improve Your Life
1
Think Big
But don't overcomplicate it
2
Be Different
Your vision sets you apart
3
Take Action
Taking small steps can lead to big change
With the knowledge that your finances are accounted for, your family has the mental and financial freedom to live their best life.
Our Process
Little Things Make a Big Impact
Your finances are composed of lots of small moving parts. We address each piece of your wealth picture — breaking it down into actionable steps to work toward your financial independence.
MEET
Our process for new clients begins with an introductory call where we can learn about you and your situation and share more about how our services work. If it looks like a fit to work together, we’ll move on to the next steps in our process.
DISCOVER
In this 60-90 minute meeting, we talk about your hopes for the future, your wealth goals, and your financial circumstances. We’ll also answer any questions you have. After this meeting, we'll outline a proposal for a formal agreement to begin planning.
PLAN
In a series of targeted meetings we’ll tackle the different areas of your financial plan one at a time. For every aspect, we’ll walk through the options, establish the plan, and put it in place. Our focus is on small action steps that will close the gap to where you want to be.
REVIEW
Throughout the year, our team will be overseeing your plan. We’ll meet on a regular basis to check in, address any problem areas, and adjust your plan as your life progresses.
MEET
Our process for new clients begins with an introductory call where we can learn about you and your situation and share more about how our services work. If it looks like a fit to work together, we’ll move on to the next steps in our process.
DISCOVER
In this 60-90 minute meeting, we talk about your hopes for the future, your wealth goals, and your financial circumstances. We’ll also answer any questions you have. After this meeting, we'll outline a proposal for a formal agreement to begin planning.
PLAN
In a series of targeted meetings we’ll tackle the different areas of your financial plan one at a time. For every aspect, we’ll walk through the options, establish the plan, and put it in place. Our focus is on small action steps that will close the gap to where you want to be.
REVIEW
Throughout the year, our team will be overseeing your plan. We’ll meet on a regular basis to check in, address any problem areas, and adjust your plan as your life progresses.
Start the Process
With thoughtful conversations and clearly defined steps, our plan is to make you as successful as possible and have fun along the way.
